アジェンダ

Day One: Tuesday, February 26, 2019

7:30AM Registration desk opens
8:55AM Opening address from Fastmarkets

Session I: Mining insights from industry leaders

9:00AM Essential insights into today's iron ore production

Do you want to hear the latest insights from today’s leading miners?

To open this year's conference we welcome speakers from some of the largest iron ore miners in the world. Hear from Anglo American and Rio Tinto as they speak about their latest developments, products and thoughts as to what the New Year holds for Chinese and global iron ore production.

Speakers include:

Karina Gistelinck, GM for IO Pricing and Portfolio management, Rio Tinto
Chris Minnie, Head of Technical marketing and Origination, Anglo American

Session II: China’s changing iron ore and steel market

10:00AM China’s steel industry: what does 2020 hold?
  • What have been the latest mandates from the Chinese government that impact the steel industry?
  • How has China’s steel industry evolved since 2018 and what can we expect going forwards?
  • How has iron ore been impacted by China’s drive to cut capacity?
  • To what extent have the new environmental legislation been enforced and how successful have then been?
Xinchuang Li, President & Chief Engineer, China Metallurgical Industry Planning & Research Institute
10:30AM Networking refreshment break
11:00AM Steel forecasts and changing market dynamics

Moderator: Deepali Sharma, Steel Raw Materials Editor, Fastmarkets

  • Overview of the latest steel trends: which mills are hot and which are not?
  • As we near the end of the 13th five-year plan (2016-2020) what will this mean for the world’s largest steel producer?
  • Keeping in mind the demand for high-grade iron, is China’s steel market going through a cyclical or structural change?
  • As China looks towards new export markets, how might trade flows within the supply chain change?
Geng Zuo, Chief Researcher, Minmetals Economic Research Institute
Liu Jialiang, Senior Associate, COFCO Futures
Deepali Sharma, Steel Raw Materials Editor, Metal Bulletin Singapore
Andrew Glass, Head of Ferrous Trading, Anglo American
11:45AM High-Grade Iron Ore Market Dynamics
  • An overview of this year’s global iron ore forecasts.
  • How is demand from Chinese steel mills affecting the global iron ore market?
  • What are the current market dynamics for the high-grade sector?
  • What could become the main challenges in 2019 for Chinese iron ore and steel mills?
Peter Hannah, Index Manager, Fastmarkets
12:15PM Chinese iron ore: assessing depletion, regulation and competition
  • How have the issues of location, depletion and grade affected domestic iron ore miners?
  • How have changes in spot iron ore prices and futures affected international iron ore purchasing?
  • How are iron ore’s gangue constituents, silica and alumina, affecting purchasing decisions?
  • What have been the largest market changes over the last two to three years in terms of Chinese steel demand and the preference for high-grade iron ore?
Greg Pan, CEO/Vice Chairman, Hanking Industrial Group Limited
12:45PM Networking lunch reception
2:00PM SGX Derivatives: One Stop, Multi Asset Platform for Asian Assets
Tan Say Liang, General Manager, Singapore Exchange Ltd
2:30PM Domestic mining: shifting the spotlight from revenue growth to profitability and productivity
  • How has China’s economy matured by shifting from fixed capital formation to consumption and services?
  • How is China’s mining industry moving from ‘first-stage’ commodities to ‘second stage commodities’?
  • From 2008 to present, what are the key trends and uncertainties shaping the future and how have mines become fit for the future?
Clement Kwok, Senior Analyst, Boston Consulting Group
3:00PM Networking refreshment break
3:30PM Understanding the importance of iron ore and mineral commodity sampling
Payam Shahrami, Business Development Manager - Middle East, RC Inspection
4:00PM The future role of EAFs in China
  • What is the availability and quality of Chinese steel scrap and would a movement towards EAFs noticeably affect the demand for ore based metallic?
  • Is the shortage of DR grade pellets hindering China’s shift towards EAF steelmaking?
  • Is there enough electricity supply and infrastructure in China to support a large-scale switch to EAFs?
Frank Zhong, Chief Representative, Beijing Branch, World Steel Association
4:30PM Global dry bulk markets and freight rate overview
  • What are the short and long-term perspectives on the global freight market? Is there enough shipping to meet demand?
  • How have changes in China’s importation of iron ore affecting this market?
  • How might dry bulk shippers benefit from rising Chinese demand for high-grade iron ore from Australia and Brazil?
  • What is the current level of cargo availability for iron ore and coking coal?
  • What other factors, such as thermal coal, are affecting freight markets?
Vishal Thiruvedula, Senior Analyst, Refinitiv
5:00PM Close of Day One and Welcome Reception

Day Two: Wednesday, February 27, 2019

8:00AM Registration desk opens
8:55AM Morning address from Fastmarkets MB

Session III: New options for increased raw material supply

9:00AM Shifting the focus to Australia's iron ore output

Moderator: Chen Yan, Deputy General Manager, Senior Analyst, Shanghai SteelHome

  • FMG's half year update and what it means for Australian mining
  • West Pilbara Fines: how will this new product impact the market?
  • What is the current value of lower grade ores?
Danny Goeman, Director of Sales & Marketing, Fortescue Metals Group
Chen Yan, Deputy General Manager, Shanghai SteelHome
9:30AM GFG’s Growth Path and the changing landscape of Australian mining

Moderator: Chen Yan, Deputy General Manager, Senior Analyst, Shanghai SteelHome

  • How is the GFG Alliance re-establishing metals manufacturing and engineering around the world, through local resources and sustainable energy?
  • What is the SIMEC Story and why is it important to understand?
  • How can the demand for quality iron ore supply in the Chinese steel market be met?
Matthew Reed, Chief Operating Officer Mining, SIMEC Mining
10:00AM Examining China’s role in the global coking coal market

Moderator: Chen Yan, Deputy General Manager, Senior Analyst, Shanghai SteelHome

  • What factors have been driving changes in the seaborne coking coal spot prices across 2018?
  • How are Chinese coking coal buyers reacting to an additional 25% import tariff on US coking coal?
  • What is the forecast for Chinese consumption of coking coal over the next five years? Will there always be a place in Chinese steel production for this raw material?
10:30AM Networking refreshment break

Session IV: Is there competition from India’s steel and iron ore industry?

11:00AM India’s climbing rates of crude steel production

Moderator: Kaushalendra Prasad, Chairman, KP Global Consulting

  • Has India been affected by an increase of Japanese and South Korean steel that is being redirected from the US due to tariffs?
  • Will further steel production be driven by domestic demand or from its neighbours such as China
  • When will India reach the same steel production of levels as China?
Sheena Abraham, Sr. Associate Editor, Steel360
Kaushalendra Prasad, Chairman And Managing Director, KP Global Consulting
11:25AM India: a world leader in DRI production

Moderator: Kaushalendra Prasad, Chairman, KP Global Consulting

  • What is India’s capacity for DRI up to 2025 and are there indicators this may stall?
  • Could India overtake Iran as the world’s leading producer of DRI?
  • Would a drop in pellet prices be beneficial to both Indian and Chinese steelmaking?
Govind Kumar Agarwal, Senior Executive, Mahadev Metaliks Private Limited
11:50AM Joint Session Q&A
12:00PM Close of conference and Lunch

* 不測の事態により、事前の予告なしにプログラムが変更される場合があります。

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更新履歴
2019/02/13
アジェンダ・講演者更新
2019/01/24
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